NorthRock Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
9,047
+6,521
| +258% | +$148K | 0.01% | 638 |
|
|
2025
Q1 | $56.7K | Buy |
2,526
+23
| +0.9% | +$516 | ﹤0.01% | 669 |
|
|
2024
Q4 | $55.3K | Buy |
2,503
+2,437
| +3,692% | +$53.8K | ﹤0.01% | 645 |
|
|
2024
Q3 | $1.52K | Buy |
66
+4
| +6% | +$92 | ﹤0.01% | 808 |
|
|
2024
Q2 | $1.37K | Hold |
62
| – | – | ﹤0.01% | 786 |
|
|
2024
Q1 | $1.38K | Hold |
62
| – | – | ﹤0.01% | 790 |
|
|
2023
Q4 | $1.39K | Buy |
+62
| New | +$1.39K | ﹤0.01% | 732 |
|